How do I process a wire transfer to my broker?

WITHDRAW FUNDS TO A BROKERAGE ACCOUNT

  1. Log in to Client Portal
  2. Click on Transfer & Pay followed by Transfer Funds
  3. Click Withdraw Funds
  4. Select the Currency from the currency list to see eligible methods.
  5. Please select Financial Institution when the system asks "Where will the funds be deposited?" and the system will allow you to manually enter your destination brokerage account details.
  6. Follow the prompts to complete your account title and the routing instructions from your broker.

Please Note

  • ACH (Automated Clearing House network to transfer funds) is not supported when transferring funds to other brokers. It only works to transfer funds to other U.S. banks. Instead, please use a Bank Wire as outlined above.

Additional Information

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